Intentional Growth Package
Ideal for business or individuals that have a revenue between $150k-$3M and are
Open Minded
You understand that there needs to be change. You know that there are better ways you can organize, grow, and operate your business.
Results Driven
You are constantly setting goals and achieving them. You look towards the sunrise knowing there is more out there to accomplish. You're driven!
Seek Guidance
You're actively looking to educate yourself. You know that experience is key so you're constantly looking towards others for mentorship.
Need Motive
Sometimes it's hard to see the "why" but you know there is an answer. You are looking for that reason to keep pushing forward and be a leader for your team.
What's Included In
The Intentional Growth Package
Tax Savings & Advisory Services
Bi-annual tax planning, utilizing comprehensive checklists
Correspondence with tax agencies as needed
Business tax return preparation
Submission of sales tax and sales tax reports
Preparing personal business property reports
Individual tax strategies & tax preparation
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*additional fees may apply